Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Growth Fund iShares S&P Index Fund-K Mutual Fund N/R | Common Collective Trusts | — | — | $2.6M | 25.6% | |
| Allspring Government Money Market Fund N/R | Cash / Money Market | — | — | $1.0M | 9.8% | |
| Fund Advisor Fund Columbia Contrarian Core Mutual Fund N/R | Other securities | — | — | $930K | 9.0% | |
| Growth R4 Fund AMG Times Square Mid Cap Mutual Fund N/R | Other securities | — | — | $904K | 8.8% | |
| Fund-A PIMCO Total Return Fund- Mutual Fund N/R | Mutual Funds | — | — | $692K | 6.7% | |
| Fund T Rowe Price Retire 2030 Mutual Fund N/R | Mutual Funds | — | — | $659K | 6.4% | |
| Fund T Rowe Price Retire 2040 Mutual Fund N/R | Mutual Funds | — | — | $594K | 5.8% | |
| Market American Funds EuroPacific Mutual Fund N/R | Mutual Funds | — | — | $484K | 4.7% | |
| Institutional T Rowe Price Short Term Mutual Fund N/R | Mutual Funds | — | — | $431K | 4.2% | |
| Fund T Rowe Price Retire 2035 Mutual Fund N/R | Mutual Funds | — | — | $330K | 3.2% | |
| Fund T Rowe Price Retire 2020 Mutual Fund N/R | Mutual Funds | — | — | $308K | 3.0% | |
| Champlain Small Company Mutual Fund N/R | Common Stocks | — | — | $306K | 3.0% | |
| Fund T Rowe Price Retire 2045 Mutual Fund N/R | Mutual Funds | — | — | $220K | 2.1% | |
| Fund T Rowe Price Retire 2050 Mutual Fund N/R | Mutual Funds | — | — | $220K | 2.1% | |
| Fund T Rowe Price Retire 2025 Mutual Fund N/R | Mutual Funds | — | — | $195K | 1.9% | |
| Fund * Notes receivable from Interest between 6.25% to 9.00% N/R | Bonds / Notes | — | — | $97K | 0.9% | |
| Bond Fund T Rowe Price Balanced Fund Mutual Fund N/R | Mutual Funds | — | — | $91K | 0.9% | |
| T Rowe Price Retire 2055 Mutual Fund N/R | Mutual Funds | — | — | $74K | 0.7% | |
| Fund T Rowe Price Retire 2060 Mutual Fund N/R | Mutual Funds | — | — | $48K | 0.5% | |
| T Rowe Price Retire 2005 Mutual Fund N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fund T Rowe Price Retire 2010 Mutual Fund N/R | Mutual Funds | — | — | $9K | <0.1% | |
| Fund T Rowe Price Retire 2015 Mutual Fund N/R | Mutual Funds | — | — | $4K | <0.1% | |
| Fund T Rowe Price Retire 2065 Mutual Fund N/R | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
